Dutta reacts to the Fed's rate cut, economic projections

The transcript discusses the economic outlook under the incoming administration, focusing on labor market cooling, rate cut adjustments, and inflation risks. It highlights differing opinions on GDP forecasts and the Fed's role in economic forecasting. The conversation also covers the implications of a surging dollar on emerging markets and the normalization of housing rental inflation.

In what ways has the perception of economic growth shifted compared to two years ago?

What are the potential risks associated with the current inflation forecast?